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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
Betterment LLC
2
Betterment LLC
New York
$59.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
PA
5
Parallel Advisors
California
$5.37M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$1.23M
2
Jane Street
2
Jane Street
New York
$989K
3
AIC
3
Ameritas Investment Company
Nebraska
$0
4
EB
4
Eastern Bank
Massachusetts
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$72.8M 665,802 +13,604 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67M 616,932 +24,776 +4%
Betterment LLC
3
Betterment LLC
New York
$59.5M 544,337 +45,954 +9%
Morgan Stanley
4
Morgan Stanley
New York
$45.6M 416,855 +65,204 +19%
Goldman Sachs
5
Goldman Sachs
New York
$32.4M 296,062 +11,204 +4%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
UBS Group
7
UBS Group
Switzerland
$25.6M 233,658 +43,442 +23%
Ameriprise
8
Ameriprise
Minnesota
$21.9M 200,333 +17,841 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.4M 131,377 +44,261 +51%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$13.9M 127,014 +488 +0.4%
US Bancorp
11
US Bancorp
Minnesota
$13.5M 123,161 +9,019 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.4M 122,954 +10,640 +9%
PCA
13
Personal Capital Advisors
California
$12.5M 113,894 +19,431 +21%
Creative Planning
14
Creative Planning
Kansas
$11.3M 103,198 +27,470 +36%
Wells Fargo
15
Wells Fargo
California
$11M 100,239 +1,164 +1%
Mariner
16
Mariner
Kansas
$9.83M 89,842 +1,091 +1%
FWM
17
Frontier Wealth Management
Missouri
$8.26M 75,542 +19,999 +36%
LPL Financial
18
LPL Financial
California
$7.6M 69,526 -2,364 -3%
SB
19
Suntrust Banks
Georgia
$7.52M 68,744 -914 -1%
ECM
20
ETrade Capital Management
Virginia
$6.95M 63,538 +12,722 +25%
SEI Investments
21
SEI Investments
Pennsylvania
$5.86M 53,601 +15,146 +39%
FT
22
Fiduciary Trust
Massachusetts
$5.61M 51,268 +14,087 +38%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.52M 50,424 +1,752 +4%
PA
24
Parallel Advisors
California
$5.37M 49,132 +28,422 +137%
American Century Companies
25
American Century Companies
Missouri
$4.69M 42,894 +19,277 +82%
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